See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,860 | $109,881+195.6% | $150,045+116.5% | $84,808+283.1% |
| Participation rate | 80.9% | 76.1%+4.8pp | 82.3%-1.4pp | 68.3%+12.6pp |
| Annual return | 14.81% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,702 | $3,561+3.9% | $4,693-21.1% | $2,631+40.7% |
| Participant deferral / active EE | $15,735 | $6,636+137.1% | $7,997+96.8% | $4,212+273.6% |
| Admin fee / account holder | $49,513 | $8,568+477.9% | $13,435+268.5% | $7,344+574.2% |